表現總覽
晨星回報評級無1
年初至今回報率14.02%
5 年平均回報率8.31%
上升年數17
下跌年數8
1 年最佳總回報率 (2023年7月27日)29.40%
1 年最差總回報 (2023年7月27日)無
3 年最佳總回報率29.40%
3 年最差總回報-1.60%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報ATAFX類別
年初至今14.02%5.31%
1 個月4.77%-4.19%
3 個月8.94%3.90%
1 年15.85%20.31%
3 年16.46%6.48%
5 年8.31%11.78%
10 年8.19%10.96%
上一個牛市38.73%25.56%
上一個熊市-12.52%-15.11%
年度總回報 (%) 紀錄
年份ATAFX類別
2023無22.32%
2022-4.44%-16.96%
202123.39%26.07%
20201.14%15.83%
201929.25%28.78%
2018-13.79%-6.27%
201725.23%20.44%
20165.43%10.37%
2015-5.07%-1.07%
20143.74%10.96%
201326.07%31.50%
201216.28%14.96%
2011-0.27%-1.27%
201013.11%14.01%
200929.40%28.17%
2008-34.91%-37.79%
200711.51%6.16%
20069.30%14.17%
20054.04%5.88%
200410.10%10.02%
200326.08%27.05%
2002-18.28%-22.25%
2001-27.01%-13.50%
2000-11.53%-6.31%
199938.69%20.16%
199836.22%22.39%
1997無28.37%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20233.66%6.42%無無
20220.68%-12.52%-0.62%9.18%
202110.47%7.28%-3.46%7.85%
2020-27.42%15.89%6.88%12.50%
201913.35%3.32%2.36%7.82%
2018-1.39%-0.38%4.59%-16.09%
20179.17%3.00%7.23%3.86%
20160.86%-3.40%5.62%2.45%
20154.54%-1.25%-9.77%1.92%
20141.63%4.57%-2.83%0.45%
20138.22%-1.63%9.47%8.18%
201214.96%-6.71%6.51%1.80%
20116.90%0.54%-16.34%10.92%
20104.02%-12.21%12.23%10.38%
2009-9.37%20.34%12.64%5.33%
2008-7.64%0.53%-11.29%-20.97%
20072.24%6.73%3.60%-1.36%
20064.59%-4.45%3.46%5.71%
2005-2.23%-0.32%3.31%3.33%
20041.30%2.02%-3.70%10.63%
2003-5.25%12.35%6.31%11.41%
20022.18%-9.43%-14.36%3.11%
2001-23.03%2.60%-19.54%14.87%
200016.19%-5.11%2.46%-21.67%
19997.34%3.56%-4.83%31.09%
199812.18%4.79%-8.80%27.07%
199720.63%10.17%1.96%無
類別排名 (按總回報率)
年初至今無
1 個月無
3 個月無
1 年無
3 年無
5 年無
費用調整後回報率
1 年19.69%
3 年16.08%
5 年8.33%
10 年8.48%
